Senior Technology Analyst, Japanese Equities, LightStream Research

Scott Foster

Securities analyst covering electronics, precision equipment & robotics, engineering, construction, transport and other sectors for more than 25 years in Japan and 3 years in Korea. Permanent resident of Japan.

Senior Technology Analyst, Japanese Equities

Nidec (6594 JP): Low Exposure to Trade War

Nidec (6594 JP): Acquisition of Makino Milling Would Add Value

Nidec (6594 JP): India & Nvidia Point the Way Forward

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<ul>
<li>Nidec has opened a new motor factory in China to meet an anticipated increase in demand for home appliances. </li>
<li>Sensing an opportunity for growth, management is already considering the construction of a second factory. </li>
<li>This fits with the Chinese government's efforts to promote domestic demand and with Nidec's need for a new growth driver in China.</li>
</ul>


Nidec has opened a new motor factory in China to meet an anticipated increase in demand for home appliances. 
Sensing an opportunity for growth, management is already considering the construction of a second factory. 
This fits with the Chinese government's efforts to promote domestic demand and with Nidec's need for a new growth driver in China.


Nidec Corp

Nidec (6594 JP): New Factory in China